TheWaveDecember2021

THE WAVE F L O R I D A C R E D I T U N I O N D E C E M B E R 2 0 2 1 Meet the Advisors Ken Toops Mark Paladino Mark has more than 25 years of experience as a Financial Advisor. He combines experience with personal service to provide you with an appropriate, unique investment strategy. He takes time to understand your financial goals and builds an individualized plan to achieve them. Mark earned a Bachelor of Science degree in Industrial Engineering from Pennsylvania State University. He also attained a Master of Business Administration in Investment Management from Drexel University. His specialties are retirement planning, professional money management, portfolio risk management, annuities, 401K and IRA rollovers. Mark can be reached at 352.237.8222 ext. 4271 or at mpaladino.cfsinvest@flcu.org . You can also visit your local Marion County Region branch to arrange an appointment. *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. May your holidays be merry and bright! With so many investment options available, even people who are good with money can use a little professional advice about financial planning. At Florida Credit Union, we offer the knowledge and experience of financial advisors Ken Toops and Mark Paladino, available through our broker dealer, CUSO Financial Services, L.P.* Whether you’re meeting with an advisor for the first time or revisiting your financial goals, Ken and Mark will gladly help you set a strategic course that will give you the best chance for success. If interested in learning more about our investment services, please visit flcu.org/investment-services . Ken Toops brings more than 10 years of industry experience to the job and carries the designation Chartered Retirement Planning Counselor (CPRC®). His mission is to help you implement and monitor financial plans that are designed to address your specific needs and objectives, and he will accomplish this through a thoughtful, disciplined approach to investment and risk management. Ken can be reached at 352.377.4141 ext. 4272 or at ktoops.cfsinvest@flcu.org . You can also visit your local Alachua County Region branch to arrange an appointment.

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